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To: Robohogs who wrote (63019)8/17/2008 6:15:51 PM
From: SpekulatiusRead Replies (1) | Respond to of 118717
 
Robohogs - thanks for your perspective on aircraft suppliers. you posts are incredible helpful. I agree that BEAV looks the most interesting right now
I have another company in this sector I am investigating - MTX.DE (MTU Aero Engines). This is a storied German company building Engine components. I looked at them a while ago but thought that owning an aircraft supplier that has to deal with a Euro costbasis is toxic but now with the US$ strengthening that may be less the case. The stock is dirt cheap (PE is around 8).



To: Robohogs who wrote (63019)9/8/2008 12:57:27 PM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
Do you think BA is a buy during the strike, since it seems to be holding up well in low 60's?